Verdence Capital Advisors LLC

Position in SHEL — Shell plc

CIK 1719305 HUNT VALLEY, MD

Position in SHEL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,366,487

-$459,568 QoQ

Shares Held

17,623

-10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#487

of 1,527 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Energy · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $25,118,775 across 5 Oil & Gas Integrated names. SHEL ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	119,005	$16,270,363
2	CVX	Chevron Corp	30,694	$5,087,837
3	TTE	TotalEnergies SE	27,824	$2,163,594
4	SHEL	Shell plc This page	17,623	$1,366,487
5	BP	Bp PLC	6,238	$230,494

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,366,487	17,623	-10.2%	Shares	Sole	2026-07-29
2026-03-31	$1,826,055	19,635	+99.1%	Shares	Sole	2026-04-30
2025-12-31	$724,659	9,862	+1.5%	Shares	Sole	2026-01-29
2025-09-30	$694,842	9,714	-0.7%	Shares	Sole	2025-10-29
2025-06-30	$688,891	9,784	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$711,695	9,712	+1.2%	Shares	Sole	2025-05-02
2024-12-31	$601,502	9,601	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$632,790	9,595	+6.7%	Shares	Sole	2024-11-01
2024-06-30	$649,042	8,992	-6.4%	Shares	Sole	2024-07-25
2024-03-31	$644,053	9,607	-0.2%	Shares	Sole	2024-04-25
2023-12-31	$633,522	9,628	-39.0%	Shares	Sole	2024-02-01
2023-09-30	$1,015,594	15,775	+78.2%	Shares	Sole	2023-10-25
2023-06-30	$534,483	8,852	-0.3%	Shares	Sole	2023-07-31
2023-03-31	$511,012	8,881	+1.6%	Shares	Sole	2023-04-24
2022-12-31	$497,686	8,739	-0.2%	Shares	Sole	2023-01-23
2022-09-30	$435,897	8,760	+4.7%	Shares	Sole	2022-11-15
2022-06-30	$437,510	8,367	-1.1%	Shares	Sole	2022-08-08
2022-03-31	$464,872	8,463	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.